Stephanie Sammons, CFP®Hi there. Thank you for your interest in speaking with me! Please schedule your introductory call below.

In order to provide the most personalized service experience and expertise to each of my clients, I limit the number of clients I take on each year.

My focus is working with successful women and LGBTQ professionals (as well supportive allies) who are within 5 to 15 years of retirement, have a six figure household income, and have accumulated a minimum of $750k to $1M of investment and retirement savings. 

Once you have scheduled below you will receive a short confidential questionnaire that will allow me to learn a bit more about you and your goals prior to our call together.


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